The Margin Diagnostic
A full margin analysis across pricing, cost, and inventory, run on your own data and delivered as a finished plan.
Eight sections in your margin diagnostic
Built from a standard ERP export — nothing more required from you.
Core Deliverables Overview
Summarizes the four primary outputs of the diagnostic: the Gross Margin Opportunity Report, Margin Health Assessment, Recommended Changes Report, and Implementation Roadmap.
Revenue & Margin Opportunity
Quantifies the estimated recoverable gross margin opportunity and the overall financial impact identified from the transaction data.
Gross Margin Opportunity by Segment
Shows how the estimated margin opportunity is distributed across customer segments to help prioritize pricing efforts.
Customer Segmentation Analysis
Reviews the customer base by revenue, profitability, activity, and segment to support more informed pricing decisions.
Margin Health Assessment
Identifies customers where gross margin has fallen below target and where pricing may not have kept pace with cost changes.
Recommended Changes Report
Evaluates proposed pricing adjustments and estimates their potential gross margin impact before implementation.
Proposed Solution
Presents practical pricing recommendations designed to improve margin while preserving customer relationships and the existing pricing structure.
Implementation Roadmap
Provides a phased plan for validating recommendations and putting pricing improvements into practice.
Price impact is part of the diagnostic
A distributor suspected margin was slipping in its largest customer segment, but pricing changes there felt too risky to test. The diagnostic found that segment held the largest recoverable opportunity in the business: over $1M, fixable through matrix alignment rather than renegotiation.
See the Impact Before You Commit
The Price Change Impact Analyzer connects the distributor's Excel pricing matrices to the BI Dashboard via Data Sync — so the finance team can model any proposed price change and see the projected margin impact before updating the live matrices.
Propose Changes in Excel
Enter proposed price adjustments in the Price Change Impact Analyzer template.
Your ControlData Sync
Updated data syncs automatically to the BI Dashboard on a scheduled basis.
AutomaticReview Impact in BI Dashboard
See sell price and GM% before vs. after by segment, customer, and product — before committing.
Before & AfterApprove & Update Matrices
Only commit changes you've validated. Full confidence, zero surprises.
ValidatedView 1 — Price Change Impact Summary
| Account | Seg. | Sell $ Before | Sell $ After | GM% Before | GM% After | GM Gain |
|---|---|---|---|---|---|---|
| Account A | STD | $14.20 | $15.18 | 18.2% | 21.4% | +$140K |
| Account B | VIP | $22.80 | $24.38 | 19.1% | 22.0% | +$117K |
| Account C | DRAIN | $9.60 | $10.27 | 20.5% | 23.8% | +$91K |
| Account D | STD | $18.50 | $19.79 | 22.8% | 24.7% | +$79K |
| Account E | CORE | $31.40 | $33.59 | 23.1% | 25.0% | +$57K |
Figures shown are from an anonymized sample deliverable, not a live client engagement — the full diagnostic covers 9 sections like this one.
One report. Delivered in two weeks.
About 3–5 hours of your team's time total: a kickoff call, a standard data export, and a final readout session. We handle the modeling and prioritization. Everything is yours to act on immediately, with no subscription attached to the diagnostic itself.
Two paths exist today. Neither gives a clear, fast answer.
BI and ERP reporting confirm margin is declining — not which accounts, or why.
Pricing and inventory tools each optimize one lever alone — margin depends on both moving together.
A fixed-scope engagement, run against your own data, that puts a real number on your opportunity — before you decide to go further.
Questions before you decide
You already suspectmargin is slipping.Find out exactly where.
A 30-minute call to confirm fit and walk through what
your diagnostic would cover — no obligation to move forward after.